Custom Fields allow you to keep track of information inside of Copilot that we do not track natively. Let's say that you are a dog-walking business and you want to know how many dogs each of your customers have. Since Copilot does not track this information natively, you can add a Number of Dogs custom field that applies to customers. This will add a field on your customers' profiles where you can enter how many dogs they have.
You can add a new custom field by going to Resources > Custom Fields > + New Field.
From here, you can select where you want this custom field to show up by selecting the Applies To dropdown.
Next, you can give your custom field a Name.
The type field allows you to tell the system if you are keeping track of numbers (Integer or Decimal) or text, etc...
Transferable Field allows the data entered in the field to follow you throughout your workflow.
The Default Value is what will be auto-filled into this field when created.
Finally, you can click Save Field to create your new custom field!